Contacts
Back In the Contacts section under CRM, the Contacts of a company can be added to an existing customer in DocketManager. Contacts are the ...
Tue, 6 Apr, 2021 at 4:37 PM
Back In the contacts section under CRM, the contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of con...
Wed, 6 Jan, 2021 at 10:43 AM
Back There are a few ways to open a Contact Edit modal. CRM > Contact > Edit from vertical ellipses drop-down Contact View page > Actions > ...
Tue, 6 Apr, 2021 at 4:34 PM
Back In the contacts section under CRM, the contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of con...
Tue, 6 Apr, 2021 at 4:31 PM
Back The Locations section of the Contact Edit modal allows for locations to be set for a Contact. All contacts can have one default shipping location and ...
Wed, 18 Nov, 2020 at 12:09 PM
Back Step Action 1. Select {CRM} and then select the Contacts tab. Note: Contacts cannot be individually selected for export using the boxe...
Thu, 19 Nov, 2020 at 2:18 PM
Back Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. T...
Thu, 19 Nov, 2020 at 2:16 PM
Back Contacts can have credit cards stored on their profiles in DocketManager, making it easier to apply payments to their orders. Adding Financial Pr...
Wed, 18 Nov, 2020 at 12:08 PM
To Navigate to Contacts: Step Action 1. Select {CRM} and then select the Contacts tab. 2. Use search filters to locate the desired...
Thu, 12 Sep, 2019 at 2:09 PM
Back The Contact View page is divided into the following sections: Section Description Actions The following Actions can be taken for a contact:...
Thu, 19 Nov, 2020 at 2:20 PM